Institutional Ownership Nuscale Power Corp (SMR)
This table provides information about the institutional ownership of Nuscale Power Corp (SMR). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 56.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
518
shares
|
$9,862
0.0% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
500
shares
|
$9,520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
457
shares
|
$8,701
0.0% of portfolio
|
Q1 2024
Reduced 76.65%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
450
shares
|
$8,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
425
shares
|
$8,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
425
shares
|
$8,092
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
420
shares
|
$7,996
0.0% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
400
shares
|
$7,616
0.0% of portfolio
|
Q4 2023
Reduced 47.64%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
380
shares
|
$7,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
380
shares
|
$7,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
350
shares
|
$6,664
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
350
shares
|
$6,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
343
shares
|
$6,530
0.0% of portfolio
|
Q4 2024
Added 697.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
335
shares
|
$6,378
0.0% of portfolio
|
Q4 2024
Added 131.03%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
300
shares
|
$5,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
300
shares
|
$5,712
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
270
shares
|
$5,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
270
shares
|
$5,140
0.0% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
267
shares
|
$5,083
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
250
shares
|
$4,760
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
235
shares
|
$4,474
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
227
shares
|
$4,322
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
200
shares
|
$3,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$3,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
200
shares
|
$3,808
0.0% of portfolio
|
Q4 2022
Added 100.0%
|